Blue Whale Capital LLP V — VISA

Ownership history in Blue Whale Capital LLP  ·  22 quarters on record

AI Ownership Summary

Blue Whale Capital LLP reported VISA (V) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 6.49% in 2023 Q4. The latest visible filing shows V at 1.81% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this V ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Blue Whale Capital LLP's position in VISA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

V was reported at 1.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.49% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

V stock page Blue Whale Capital LLP fund profile Blue Whale Capital LLP full holdings
How Blue Whale Capital LLP held V — position size vs. price
% of Fund (quarterly)    V price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 11.5% +4.1% ❌ 96,095 -12,439 -11.5% 1.81% $32.8M 2025-11-13 $335.39
2025 Q2 REDUCED 21.4% -4.0% ✅ 108,534 -29,563 -21.4% 2.52% $38.5M 2025-08-13 $341.17
2025 Q1 REDUCED 38.1% +1.5% ❌ 138,097 -85,011 -38.1% 3.92% $48.4M 2025-05-14 $354.40
2024 Q4 REDUCED — — — 223,108 -10,638 -4.6% 5.24% $70.5M 2025-02-13 $352.99
2024 Q3 ADDED — — — 233,746 +30,346 +14.9% 5.00% $64.3M 2024-11-13 $306.67
2024 Q2 ADDED — — — 203,400 +8,900 +4.6% 5.09% $53.4M 2024-08-13 $257.27
2024 Q1 UNCHANGED — — — 194,500 — 0% 5.73% $54.3M 2024-05-14 $273.64
2023 Q4 REDUCED — — — 194,500 -7,500 -3.7% 6.49% $50.6M 2024-02-13 $271.73
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding V

As of 2026 Q1 — sorted by position size

Hingham Institution for Savings 17.4% Luma Capital S.A. - SPF 9.89% Crown Oak Advisors, LLC 9.83% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 9.25% WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 3Y 7Y 8.96% HENDLEY & CO INC 3Y 7Y 7.66% Clio Asset Management LLC 7.49% PROVIDENT TRUST CO 3Y 7Y 7.46% XXEC, Inc. 3Y 7.29% WORMSER FRERES GESTION 6.98%

FAQ About Blue Whale Capital LLP and V

These are the practical questions this page is built to answer before you even open the full history table.

How long has Blue Whale Capital LLP reported owning V?

Blue Whale Capital LLP reported V across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported V position in Blue Whale Capital LLP's portfolio?

The largest reported portfolio weight for V was 6.49% in 2023 Q4.

What is the latest reported V position on this page?

The most recent filing on this page is 2025 Q3, when Blue Whale Capital LLP reported 96,095 shares, equal to 1.81% of portfolio, with an estimated market value of $32.8M.

What does the chart on this V ownership page compare?

The chart compares Blue Whale Capital LLP's quarterly V portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Blue Whale Capital LLP time their V position?

Based on 13F filing dates vs. subsequent V price moves, Blue Whale Capital LLP correctly timed 10 out of 19 reported position changes (53%). The annualised alpha on V relative to SPY over the holding period was -6.4%.

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